See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,277 | $165,335-66.6% | $149,696-63.1% | $158,922-65.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.09% | 348.15%-327.1pp | 276.60%-255.5pp | 302.83%-281.7pp |
| Employer contribution / active EE | $8,185 | $5,103+60.4% | $4,644+76.2% | $4,761+71.9% |
| Participant deferral / active EE | $4,329 | $7,181-39.7% | $6,842-36.7% | $5,982-27.6% |
| Admin fee / account holder | $2,137 | $10,807-80.2% | $9,309-77.0% | $11,246-81.0% |